NEWT - My Dividend Growth Portfolio Closes Out 2018
Figure 1 Source
What did I think at my last portfolio review?
So that it is very clear what the starting value of my portfolio was, I have included below a screenshot of my broker’s year-end report for 2014, which shows the starting value of my portfolio in 2015 which is also the ending value from the last day of 2014. Adding all of the separate parts together, the starting value of the portfolio is $397,597.
Figure 2 Source Broker Records
Figure 3 Source: Author records and broker data as of November
All data presented